Wasatch Small Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1998 | 3.98 | 8.13 | 3.1 | 3.43 | -4.56 | -2.17 | -6.67 | -17.62 | 4.05 | 7.22 | 6.74 | 5.83 | 8.5 |
| 1999 | 1.38 | -4.98 | -7.14 | 8.21 | 6.16 | 10.27 | 4.86 | -5.79 | -0.41 | -4.15 | 10.18 | 8.79 | 28.1 |
| 2000 | 3.72 | 3.58 | 6.57 | -1.95 | -2.65 | 9.52 | 3.11 | 3.62 | 2.03 | -5.1 | -3.28 | 7.89 | 29.2 |
| 2001 | 11.43 | -2.56 | -1.17 | 10.36 | 7.51 | 3.49 | 0.48 | -1.92 | -8.07 | -3.9 | 8.22 | 7.66 | 33.6 |
| 2002 | 1.46 | 0.48 | 12.2 | 1.71 | -1.68 | -4.9 | -16.59 | -3.76 | -10.34 | 0 | 10.9 | -3.65 | -16.3 |
| 2003 | -2.92 | -4.51 | 3.15 | 8.54 | 9.83 | 5.63 | 7.75 | 3.6 | 0.22 | 9.31 | 1.98 | 2.95 | 54.6 |
| 2004 | 5.47 | 2.86 | 2.09 | -5.45 | 0.18 | 2.52 | -5.09 | -1.29 | 3.56 | 1.58 | 8.09 | 6.14 | 21.6 |
| 2005 | -3.62 | 0.38 | -2.43 | -4.21 | 4.2 | 6.53 | 5.23 | -2.74 | -0.18 | -3 | 4 | 1.33 | 4.8 |
| 2006 | 6.59 | 0.37 | 4.1 | 0.54 | -2.5 | -0.73 | -2.76 | -0.95 | 1.15 | 4.73 | 2.71 | -9.63 | 2.6 |
| 2007 | 4.19 | -0.57 | 0.77 | 3.82 | 5.71 | -1.22 | -7.58 | -2.48 | 2.15 | -0.19 | -6.14 | -0.54 | -2.9 |
| 2008 | -6.46 | -1.8 | -0.31 | 3.37 | 4.45 | -6.53 | -2.43 | 2.49 | -14.29 | -27.31 | -14.15 | 5.68 | -47.8 |
| 2009 | -5.38 | -9.09 | 8.75 | 18.97 | 8.21 | 4.02 | 8.15 | 3.97 | 4.96 | -4.73 | 2.67 | 7.81 | 55.9 |
| 2010 | -4.83 | 2.17 | 8.87 | 4.89 | -4.97 | -5.23 | 3.79 | -7.31 | 10.39 | 5.19 | 4.63 | 7.37 | 25.5 |
| 2011 | 0 | 4.12 | 3.17 | 2.05 | -0.75 | -2.27 | -3.62 | -7.24 | -9.83 | 11.54 | -1.15 | 0.29 | -5.2 |
| 2012 | 6.38 | 3.54 | 1.05 | 0.26 | -8.05 | 3.11 | 0 | 1.92 | 2.42 | -1.31 | 2.93 | 3.88 | 16.5 |
| 2013 | 4.73 | 1.66 | 3.5 | 0 | 5.64 | 0.85 | 6.78 | -2.38 | 4.06 | 3.32 | 3.21 | 1.47 | 37.8 |
| 2014 | -2.17 | 5.17 | 1.93 | -0.17 | 2.07 | 4.05 | -6.17 | 3.63 | -5.01 | 4.57 | -0.84 | 0.85 | 7.4 |
| 2015 | -2.02 | 8.4 | 1.9 | -2.79 | 2.24 | 2.19 | -1.07 | -5.87 | -3.78 | 1.71 | 3.52 | -3.55 | 0 |
| 2016 | -8.45 | 0.55 | 6.06 | 2.08 | 1.02 | 1.01 | 5.65 | 2.83 | 1.07 | -3.33 | 7.98 | 2.83 | 19.9 |
| 2017 | 0.14 | 0.7 | 1.54 | -0.28 | -0.28 | 3.74 | 0.8 | -1.19 | 6.43 | 0.88 | 4.87 | 0.9 | 19.5 |
| 2018 | 2.26 | -4.06 | -0.38 | 0.77 | 4.98 | 1.09 | 0.84 | 4.42 | -2.51 | -7.03 | 2.9 | -11.88 | -9.6 |
| 2019 | 10.45 | 3.7 | -2.51 | 5.83 | -7.31 | 7.19 | 0.77 | -4.48 | 2.01 | 1.45 | 3.24 | 1.25 | 22.3 |
| 2020 | 4.4 | 5.38 | 3.08 | 10.56 | 15.32 | -26.76 | -10.55 | -3.72 | -5.03 | 2.58 | 17.57 | 7.71 | 12.5 |
| 2021 | -4.13 | 8.94 | 2.34 | 10.77 | 2.7 | 0.09 | -1.54 | 0.64 | -2.47 | 4.87 | -1.79 | -4.27 | 16 |
| 2022 | -7.5 | -1.75 | -0.84 | -8.11 | 1.72 | -10.6 | 11.48 | -4.64 | -11.15 | 12.02 | 6.32 | -9.53 | -23.4 |
| 2023 | 12.89 | -2.63 | -3.95 | -1.06 | -3.56 | 12.18 | 6.91 | -1.23 | -5.09 | -6.46 | 8.89 | 9.99 | 26.9 |
| 2024 | -2.64 | 12.1 |